“35% of Canadian Advisors are still operating without a written business plan.”

May 24, 2005 by Simon

Yesterday’s writing went extremely well completing nearly all of the following New Web Pages;

- Values & Behaviors Assessments & Assessment Debriefing Introductory Articles & Offer
- Platinum & Gold Coaching Offers
- Revised Web Site Links

I hope to get them published by the time we send out the June 1st E-Newsletter.

***

To take a break from writing, I was doing some research and was reading The Advisor’s Guide to Building Business – Volume 3 Published by TD Mutual Funds.

The guide states that “35% of Canadian Advisors are still operating without a written business plan.”

If this is true then the following would also stand to reason -

- Operating without a vision or business plan
- Fearing change
- Having to get pumped up to sell
- Working without the necessary staff
- Selling too many products
- Overselling
- Making too many promises that they fail to deliver on
- Doing too many favors
- Feeling unacknowledged for the work that they are doing
- Having conflict with management, staff and clients
- Keep hiring the wrong people
- Having poor customer service
- Failing to create strategic alliances
- Failing to ask for referrals
- Having no succession plan